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Regency Wealth Management, LLC

A place to start. What we are doing. We believe having an overall financial plan with frequent reviews is important for your personal financial well being. As lives change, often so do financial needs. Regency Wealth Management and our team of financial service professionals available through LPL Financial are experienced, committed to a high level of client service, and focused on helping each client work towards their individual goals. Securities offered through LPL Financial, member FINRA.

http://www.myregencywealth.com/

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CONTACTS AT MYREGENCYWEALTH.COM

Luke Duquaine

700 C●●●●●ut St

Ne●●ah , Wisconsin, 54956

United States

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Luke Duquaine

700 C●●●●●ut St

Ne●●ah , Wisconsin, 54956

United States

920●●●866
lu●●@duquaine.net

View this contact

Luke Duquaine

700 C●●●●●ut St

Ne●●ah , Wisconsin, 54956

United States

920●●●866
lu●●@duquaine.net

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A place to start. What we are doing. We believe having an overall financial plan with frequent reviews is important for your personal financial well being. As lives change, often so do financial needs. Regency Wealth Management and our team of financial service professionals available through LPL Financial are experienced, committed to a high level of client service, and focused on helping each client work towards their individual goals. Securities offered through LPL Financial, member FINRA.
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Regency Wealth Management, LLC | myregencywealth.com Reviews

https://myregencywealth.com

A place to start. What we are doing. We believe having an overall financial plan with frequent reviews is important for your personal financial well being. As lives change, often so do financial needs. Regency Wealth Management and our team of financial service professionals available through LPL Financial are experienced, committed to a high level of client service, and focused on helping each client work towards their individual goals. Securities offered through LPL Financial, member FINRA.

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myregencywealth.com myregencywealth.com
1

Regency Wealth Management, LLC

http://www.myregencywealth.com/team.php

A place to start. What we are doing. John J. Kosmer, NSSA. John was born and raised in the Fox Valley. He graduated from Appleton West High School in 1994. John is currently enrolled in the Retirement Income Certified Professional (RICP) course with the American College in Bryn Mawr, Pennsylvania. He enjoys volunteering with charities that are oriented toward helping children. These include The Make-A-Wish Foundation and Special Olympics. Securities offered through LPL Financial, member FINRA. Investment...

2

Regency Wealth Management, LLC

http://www.myregencywealth.com/services.php

A place to start. What we are doing. Individual Retirement Accounts (IRAs). Fixed and Variable Annuities. Long Term Care Insurance. Non-Qualified Executive Fringe Benefits. Pension, Profit Sharing and 401(k) Plans. Life and Disability Income Insurance Needs. Analysis of Savings and Investments. Family Business Succession Planning. Analysis of Investment Alternatives. Check the background of this investment professional on FINRA's BrokerCheck. Securities offered through LPL Financial, member FINRA.

3

Regency Wealth Management, LLC

http://www.myregencywealth.com/index.php

A place to start. What we are doing. We believe having an overall financial plan with frequent reviews is important for your personal financial well being. As lives change, often so do financial needs. Regency Wealth Management and our team of financial service professionals available through LPL Financial are experienced, committed to a high level of client service, and focused on helping each client work towards their individual goals. Securities offered through LPL Financial, member FINRA. Regency Wea...

4

Regency Wealth Management, LLC

http://www.myregencywealth.com/newsletter.php

A place to start. What we are doing. We will NEVER sell your email details or pass to a third party. Check the background of this investment professional on FINRA's BrokerCheck. Securities offered through LPL Financial, member FINRA. Investment advice offered through Sequoia Wealth Management LLC, a Registered Investment Advisor. Sequoia Wealth Management and Regency Wealth Management are separate entities from LPL Financial. John J. Kosmer, NSSA ADV 2B. Regency Wealth Management Firm Brochure ADV 2A.

5

Regency Wealth Management, LLC

http://www.myregencywealth.com/about.php

A place to start. What we are doing. It is our mission to make a material difference in our clients' lives by joining in partnership to proactively focus on the critical financial issues that present themselves on a regular basis. We do this by focusing on the following:. Build strong client relationships. Provide sound financial advice. Develop unbiased financial solutions. Most importantly - to keep clients current and informed. Check the background of this investment professional on FINRA's BrokerCheck.

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A place to start. What we are doing. We believe having an overall financial plan with frequent reviews is important for your personal financial well being. As lives change, often so do financial needs. Regency Wealth Management and our team of financial service professionals available through LPL Financial are experienced, committed to a high level of client service, and focused on helping each client work towards their individual goals. Securities offered through LPL Financial, member FINRA.

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